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ING venter betydelig politisk uro i Tyskland op til valget i september

Hugo Gaarden

mandag 15. marts 2021 kl. 12:11

Alt blev, som det plejer at være i to vigtige tyske delstater under valget i går, men det skyldes regeringschefernes høje popularitet – en grøn og en rød leder. Derimod gik det dårligt for regeringspartiet CDU, som er hårdt ramt af en såkaldt maske-skandale, men også af en ekstrem dårlig pandemi-ledelse. Derfor venter ING, at der bliver en periode med politisk uro inden landsvalget i september, hvor Angela Merkel træder tilbage. Det er stadig uklart, hvem de borgerlige unionspartier, CDU og CSU, stiller op som kanslerkandidat.

Uddrag fra ING:

Germany: No wind of change but stormy times ahead

The results of the two German state elections have something for everyone. The most important message for the September elections is that the electorate is looking for continuity, but it’s unclear as to which continuity.

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040718-image-germany.jpg

 

On Sunday, the two state elections in Baden-Wuerttemberg and Rheinland-Pfalz kicked off the super election year, with another four state elections to come and the national election on 26 September.

The outcomes of the two state elections broadly confirmed the political status quo in both states, with both incumbent minister-presidents – Winfried Kretschmann from the Greens in Baden-Wuerttemberg and Malu Dreyer from the SPD in Rheinland-Pfalz – winning the elections. In both states, Angela Merkel’s CDU lost significantly (by around 4 percentage points) but remained the second largest party. The AfD also lost significantly in both states.

For national politics the more important question is what the results mean for the current mood of the electorate and for the national elections in September.

Judging from available opinion polls ahead of the elections, both incumbent minister-presidents were highly popular and respected by a large number of voters. This seems to suggest that there is very little appetite for change, at least not in these two states. Instead, the strong results for Kretschmann and Dreyer seem to indicate that the pandemic has still strengthened the executive branch.

At the same time, the losses for Merkel’s CDU are noteworthy, being partly the result of regional considerations but also of the latest allegations that two CDU lawmakers profited from deals to procure masks early in the coronavirus pandemic.

Given that the country’s entire crisis management has always been the result of close coordination between national and regional governments, it is hard to see that the success for Kretschmann and Dreyer would be the result of strong crisis management while the CDU loss is the result of any less effective crisis management.

Still, for the CDU the two defeats will put pressure on party leaders to quickly nominate a candidate to lead the party into the national elections. With the Sunday results, chances for the Bavarian minister-president, Markus Söder, to be the third Bavarian leading the CDU into national elections have clearly increased.

In our view, Sunday’s state elections have shown a strange mix of strong support for the two incumbents at state level but clear dissatisfaction with the national government. This is not a wind of change, yet. However, as Angela Merkel will not run in the September elections, voting for continuity will be a bit difficult.

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